Vacation Requests Form
Overview
Click your mouse to continue!
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Adding Vacation Requests
• Add Requests with a few clicks of the
mouse.
• Typing is kept to a minimum.
• Easy to use.
How do I add a Vacation Request?
• Go to the Main Menu.
• Click the Vacation Requests Form button.
Adding a Request – Step 1
• The Vacation Requests Form opens.
• Click the Add a Request button.
Add a Request – Step 2
• Suppose the request is for June 13th to
June 26th.
• Click the June button.
Add a Request – Step 3
• The top calendar will show the month of
June.
Add a Request – Step 4
• Click on the 13th day button.
• The request is highlighted on the
screen.
Adding a request - you are done!
• The request is added to the Vacation
Request table.
Just Three Clicks
• Only 3 clicks add a vacation request:
Special Note
• If the request is granted then:
• The days that are highlighted in blue are
counted against the employee’s maximum
vacation days.
• Non-Vacation Days or Regular Days Off –are
highlighted in yellow.
• They are days such as Saturday or Sunday.
• Regular days off are not counted against the
employees vacation days.
Default Length of Vacation
• The default length of vacation requests is
easily changed.
• It can be set from 1 day to 12 weeks.
• Just click on the + and – buttons next to
the Default Length of Vacation field.
• Vacations longer than 12 weeks can be
entered directly into the vacation requests
table.
Oops! I entered the wrong dates!
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Do you need to delete the request?
No problem.
Click on the request.
Click the Delete Request button.
Do you need to reduce the number
of days?
• Let’s look at the one we created.
How do I Change the Length of
the Vacation?
• Click the Change End Date button.
• Next, click the June 23rd button.
The End Date Changes
• After clicking on the 23rd, the calendar
will indicate the change.
• The vacation request table changes.
• Lengthening the request is just as
easy.
Second Choice for the First
Vacation Period
• Some companies allow employees to
submit three choices for the employee’s
first vacation period.
• They also allow three choices for the
second vacation period and so on.
• This is easily handled in Vacation
Scheduler™ .
Adding More Choices
• Add the next request.
• The choice field will be increased
automatically.
Setting the Number of Choices
• You set the default number of choices per
vacation period.
• You use the Choices per Vacation Period
field.
• Just pick a value from the drop-down list.
Maximum Flexibility
• Vacation Scheduler™ provides flexibility.
• When the maximum number of choices is
reached –
• The Period/Week field is increased by 1.
• The Choice field is set back to one.
Using the New Week Record
Button
• Some employees may submit less than
the maximum number of choices.
• When you click the New Week Record
button:
• A new blank record is added.
New Week Button Continued…
• The Period/Week field is increased by 1.
• The choice field is set to 1
• Click on the first date of the vacation
request on the calendar.
Summary
• Most vacation requests can be added with
a few clicks of the mouse.
• Vacation requests can be anywhere from 1
day to the length of the scheduling period.
• The calendars on the form give you a
visual representation of a request.
Vacation Request Form
What Next?
• Let’s schedule the vacation requests.
• Go to the Schedule Vacations presentation.
To return to the Table of Contents –
Press the ESC key.
To replay the presentation –
Press the spacebar
or click the mouse.